Miles Scheffler

Data & Ops Analyst @jumpcapital | AI & Crypto | All views are my own | NFA | 🤖

[Miles Scheffler @MilesScheffler]

Tokenized and pre IPO exposure is expanding access to markets that were once reserved for insiders. The challenge is balancing accessibility with proper risk discovery.

[Brian Armstrong @brian_armstrong]

Two of the biggest, most hyped private companies are due to go public soon (OpenAI and Anthropic).

But because they’re private, regular people can’t get exposure.

We launched pre-IPO perps for both these companies on Coinbase (non-US customers).

[Miles Scheffler @MilesScheffler]

@brian_armstrong Tokenized stocks aren't just about trading 24/7. They're about giving billions of people access to investment opportunities that were previously out of reach. That's a much bigger shift than most realize.

[Miles Scheffler @MilesScheffler]

@WatcherGuru Unrealized losses matter for sentiment, not fundamentals. The real test is whether these companies maintain conviction through the drawdown.

[Miles Scheffler @MilesScheffler]

@CoinMarketCap Macro headwinds remain the biggest risk. If the dollar stays strong and the Fed remains hawkish, lower prices are possible, but cycle lows are usually only obvious in hindsight.

[Miles Scheffler @MilesScheffler]

@AshCrypto Low float, insider concentration, and thin liquidity are a dangerous combination. Market cap means little when there's not enough real liquidity to support the price.

[Miles Scheffler @MilesScheffler]

@MartiniGuyYT The setup is simple. Holding $59K keeps the structure intact, but reclaiming $61K is what shifts momentum back to the bulls. Until then, it's just a range.

[Miles Scheffler @MilesScheffler]

@coinbureau Nothing "broke." Markets are repricing.

Risk assets, commodities and even gold are getting sold as liquidity tightens and investors rush to reduce exposure. When leverage unwinds, correlations go to one and everything gets hit at once.

That's what panic looks like.

[Miles Scheffler @MilesScheffler]

@AshCrypto After years of uncertainty, Washington is finally moving toward crypto market structure. Whether bullish or not, clear rules matter more than endless ambiguity.

[Miles Scheffler @MilesScheffler]

@cryptorover A CBDC ban would be a major win for those who favor private sector innovation over government controlled digital money. Regulatory clarity is increasingly becoming a bigger catalyst than technology itself.

[Miles Scheffler @MilesScheffler]

@StockSavvyShay Meta is moving from experimentation to scale. Lower prices and broader product lines suggest smart glasses are becoming a core consumer hardware strategy.

[Miles Scheffler @MilesScheffler]

@cryptorover When losses hit this scale, markets stop focusing on fundamentals and start focusing on liquidity. Risk assets tend to move together during periods of forced selling.

[Miles Scheffler @MilesScheffler]

@Cointelegraph OpenAI expanding into advertising was always a matter of when, not if. Distribution and monetization are becoming just as important as model performance.

[Miles Scheffler @MilesScheffler]

@cb_doge The biggest AI winners may not be model companies but infrastructure providers. Compute is rapidly becoming one of the most valuable assets in the AI economy.

[Miles Scheffler @MilesScheffler]

@coinbureau If true, the issue is not the fake bets themselves but the trust they undermine. Prediction markets depend on credibility, and credibility is hard to rebuild once lost.

[Miles Scheffler @MilesScheffler]

@Cointelegraph

[Miles Scheffler @MilesScheffler]

@cryptorover Headlines say trillions were added and erased. Reality is simpler: volatility cuts both ways. Markets can give back in hours what took weeks to build.

[Miles Scheffler @MilesScheffler]

@Cointelegraph When Bitcoin falls, everything built on top of Bitcoin gets hit even harder. Leverage amplifies gains, but it magnifies pain too.

[Miles Scheffler @MilesScheffler]

@brian_armstrong If building datacenters in space becomes cheaper than building them on Earth, regulation has become a bigger obstacle than gravity.

[Miles Scheffler @MilesScheffler]

@cryptorover The market didn't crash because rates stayed unchanged. It crashed because traders didn't like what they heard. Expectations move markets more than decisions.

[Miles Scheffler @MilesScheffler]

@BitcoinMagazine No surprise. The decision was expected. The real market mover is what the Fed says next, not what it just did.